Walt Disney Co
DIS- Exchange
- NYSE
- Industry
- Services-Miscellaneous Amusement & Recreation
- SEC CIK
- 0001744489
In the last 90 days, Walt Disney Co insiders filed 0 open-market purchases and 3 sales; 2,949 institutions reported holding it in 13F filings for Q2 2026, worth $127.3B in total; 9 superinvestors hold it, including Viking Global Investors and D1 Capital Partners.
13F holders, Q1 2022
Institutional positions in Walt Disney Co as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,297
- −39 vs. Q4 2021
- Shares held
- 1.15B
- −17.2M (−1.5%) vs. Q4 2021
- Total value
- $158.8B
- −$23.0B (−12.6%) vs. Q4 2021
- New holders
- 156
- 1,717 more added
- Sold out
- 195
- 1,137 more reduced
38 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DIS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,374 | $181.8B |
| Q3 2021 | 3,097 | $200.3B |
| Q2 2021 | 3,114 | $208.0B |
| Q1 2021 | 3,174 | $218.1B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Altfest L J & Co Inc | 17,563 | $2.41M | 0.43% | −2,887−14.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,496 | $2.40M | 1.29% | +2,809+19.1% | Added |
| First National Bank & Trust Co of Newtown | 17,490 | $2.40M | 0.48% | +300+1.7% | Added |
| Richard P Slaughter Associates Inc | 17,470 | $2.40M | 0.90% | +4,427+33.9% | Added |
| Cim Investment Mangement Inc | 17,466 | $2.40M | 0.81% | +5,161+41.9% | Added |
| Orbis Allan Gray Ltd | 17,462 | $2.40M | 0.02% | −588,177−97.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 17,462 | $2.40M | 0.53% | +231+1.3% | Added |
| Montecito Bank & Trust | 17,453 | $2.39M | 0.45% | −4,542−20.7% | Reduced |
| Fort Sheridan Advisors LLC | 17,431 | $2.39M | 0.70% | +47+0.3% | Added |
| StoneX Group Inc. | 17,351 | $2.38M | 0.19% | +6,345+57.7% | Added |
| Inscription Capital, LLC | 17,303 | $2.37M | 0.68% | −903−5.0% | Reduced |
| Conning Inc. | 17,292 | $2.37M | 0.06% | −611−3.4% | Reduced |
| Wall Street Access Asset Management, LLC | 17,280 | $2.37M | 1.31% | −35−0.2% | Reduced |
| Connolly Sarah T. | 17,251 | $2.37M | 1.38% | +918+5.6% | Added |
| Birmingham Capital Management Co Inc | 17,227 | $2.36M | 0.82% | −71−0.4% | Reduced |
| Linker Capital Management Inc. | 17,218 | $2.36M | 2.35% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17,210 | $2.36M | 0.36% | +610+3.7% | Added |
| Blue Fin Capital, Inc. | 17,207 | $2.36M | 0.68% | +1,406+8.9% | Added |
| Enhancing Capital LLC | 17,200 | $2.36M | 2.52% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 17,175 | $2.36M | 1.68% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 17,178 | $2.36M | 0.07% | +46+0.3% | Added |
| JNBA Financial Advisors | 17,178 | $2.36M | 0.31% | +139+0.8% | Added |
| Cary Street Partners Asset Management LLC | 17,162 | $2.35M | 0.47% | +4,358+34.0% | Added |
| HBW Advisory Services LLC | 17,126 | $2.35M | 0.83% | −12,079−41.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 17,794 | $2.35M | 0.96% | +46+0.3% | Added |
| Teamwork Financial Advisors, LLC | 17,089 | $2.34M | 0.44% | −6,191−26.6% | Reduced |
| MSH Capital Advisors LLC | 17,074 | $2.34M | 0.97% | +867+5.3% | Added |
| Brown Miller Wealth Management, LLC | 17,028 | $2.34M | 1.35% | +1,316+8.4% | Added |
| Miller Investment Management, LP | 17,023 | $2.33M | 0.37% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $2.33M | 0.77% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 17,000 | $2.33M | 1.34% | +14,200+507.1% | Added |
| Sound View Wealth Advisors Group, LLC | 16,912 | $2.32M | 0.44% | +1,075+6.8% | Added |
| Investment House LLC | 16,901 | $2.32M | 0.17% | −1,379−7.5% | Reduced |
| Diversified Trust Co | 16,862 | $2.31M | 0.08% | +1,049+6.6% | Added |
| Hall Capital Management Co Inc | 16,702 | $2.29M | 1.34% | +143+0.9% | Added |
| LCNB Corp | 16,647 | $2.28M | 1.07% | +1,967+13.4% | Added |
| Hanson & Doremus Investment Management | 16,647 | $2.28M | 0.49% | +2,094+14.4% | Added |
| Midwest Wealth Management Inc. | 16,633 | $2.28M | 1.38% | +494+3.1% | Added |
| Tudor Investment Corp Et Al | 16,594 | $2.28M | 0.06% | −23,218−58.3% | Reduced |
| Enterprise Bank & Trust Co | 16,555 | $2.27M | 0.89% | −878−5.0% | Reduced |
| Verus Capital Partners, LLC | 19,367 | $2.26M | 0.35% | +19,367 | New |
| Peddock Capital Advisors, LLC | 16,456 | $2.26M | 0.73% | +844+5.4% | Added |
| Marietta Investment Partners LLC | 16,423 | $2.25M | 0.51% | +1,110+7.2% | Added |
| Wunderlich Capital Managemnt | 16,382 | $2.25M | 1.06% | +33+0.2% | Added |
| High Note Wealth, LLC | 16,388 | $2.25M | 0.79% | +2,509+18.1% | Added |
| Keystone Financial Group | 16,373 | $2.25M | 0.38% | +1,291+8.6% | Added |
| Sculati Wealth Management, LLC | 16,367 | $2.25M | 1.10% | +181+1.1% | Added |
| DAGCO, Inc. | 17,011 | $2.24M | 1.02% | +95+0.6% | Added |
| Steinberg Asset Management LLC | 16,327 | $2.24M | 2.06% | −19−0.1% | Reduced |
| Allen Capital Group, LLC | 16,279 | $2.23M | 0.43% | −49,017−75.1% | Reduced |
| V Wealth Advisors LLC | 16,263 | $2.23M | 0.36% | −979−5.7% | Reduced |
| Sterneck Capital Management, LLC | 16,261 | $2.23M | 1.34% | +3,035+22.9% | Added |
| TCG Advisory Services, LLC | 16,230 | $2.23M | 0.61% | +2,031+14.3% | Added |
| Helios Capital Management Pte. Ltd | 16,150 | $2.21M | 4.68% | −5,500−25.4% | Reduced |
| Kempen Capital Management N.V. | 16,139 | $2.21M | 0.07% | +3,510+27.8% | Added |
| Botty Investors LLC | 16,136 | $2.21M | 0.76% | −333−2.0% | Reduced |
| Geneva Capital Management LLC | 16,135 | $2.21M | 0.04% | +179+1.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 16,122 | $2.21M | 0.60% | −500−3.0% | Reduced |
| Vickerman Investment Advisors, Inc. | 20,039 | $2.21M | 0.98% | +3,217+19.1% | Added |
| Americana Partners, LLC | 33,042 | $2.21M | 0.68% | −8,232−19.9% | Reduced |
| Bowling Portfolio Management LLC | 16,090 | $2.21M | 0.47% | −540−3.2% | Reduced |
| Hudson Value Partners, LLC | 16,049 | $2.20M | 1.13% | +100+0.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,026 | $2.20M | 0.17% | −993−5.8% | Reduced |
| Cheviot Value Management, LLC | 16,010 | $2.20M | 0.47% | −315−1.9% | Reduced |
| SBK Financial, Inc. | 16,000 | $2.19M | 2.19% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 15,976 | $2.19M | 1.63% | +118+0.7% | Added |
| First Business Financial Services, Inc. | 15,950 | $2.19M | 0.24% | +395+2.5% | Added |
| West Branch Capital LLC | 15,898 | $2.18M | 1.04% | −318−2.0% | Reduced |
| Cypress Capital Group | 15,861 | $2.17M | 0.27% | −1,279−7.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 15,821 | $2.17M | 1.43% | +299+1.9% | Added |
| Roberts Glore & Co Inc | 15,813 | $2.17M | 0.62% | +290+1.9% | Added |
| Newman Dignan & Sheerar, Inc. | 15,812 | $2.17M | 0.68% | +466+3.0% | Added |
| Summit Place Financial Advisors, LLC | 15,814 | $2.17M | 1.46% | +1,210+8.3% | Added |
| GAM Holding AG | 15,783 | $2.17M | 0.11% | +15,783 | New |
| Baldwin Investment Management, LLC | 15,751 | $2.16M | 0.60% | +1,600+11.3% | Added |
| Auxier Asset Management | 15,698 | $2.15M | 0.34% | −35−0.2% | Reduced |
| Zions Bancorporation, N.A. | 15,700 | $2.15M | 0.19% | +4,763+43.5% | Added |
| Nicholas Hoffman & Company, LLC. | 15,644 | $2.15M | 0.09% | −642−3.9% | Reduced |
| SOL Capital Management CO | 15,647 | $2.15M | 0.39% | +285+1.9% | Added |
| Stonnington Group, LLC | 16,413 | $2.14M | 0.51% | −8,495−34.1% | Reduced |
| Continuum Advisory, LLC | 21,384 | $2.14M | 0.41% | +3,083+16.8% | Added |
| CRA Financial Services, LLC | 15,609 | $2.14M | 0.64% | +145+0.9% | Added |
| Newbridge Financial Services Group, Inc. | 15,612 | $2.14M | 1.05% | +1,242+8.6% | Added |
| Krilogy Financial LLC | 15,579 | $2.14M | 0.22% | −2,011−11.4% | Reduced |
| American National Insurance Co | 15,555 | $2.13M | 0.58% | −3,935−20.2% | Reduced |
| Eads & Heald Wealth Management | 15,553 | $2.13M | 0.99% | +180+1.2% | Added |
| Covey Capital Advisors, LLC | 15,518 | $2.13M | 2.20% | −8,371−35.0% | Reduced |
| Founders Financial Alliance, LLC | 15,513 | $2.13M | 0.95% | −1,815−10.5% | Reduced |
| Alliance Wealth Advisors, LLC | 15,466 | $2.12M | 1.76% | +3,878+33.5% | Added |
| Wimmer Associates 1, LLC | 15,449 | $2.12M | 1.18% | −757−4.7% | Reduced |
| Valley Brook Capital Group | 15,433 | $2.12M | 1.83% | +1,339+9.5% | Added |
| Fund Management at Engine No. 1 LLC | 15,414 | $2.11M | 0.53% | +15,414 | New |
| Oakworth Capital, Inc. | 15,406 | $2.11M | 0.18% | +696+4.7% | Added |
| Money Concepts Capital Corp | 15,406 | $2.11M | 0.12% | +10,998+249.5% | Added |
| Robinson Value Management, Ltd. | 15,394 | $2.11M | 1.64% | −190−1.2% | Reduced |
| Burney Co | 15,385 | $2.11M | 0.10% | −547−3.4% | Reduced |
| Slow Capital, Inc. | 15,344 | $2.10M | 0.39% | −5,407−26.1% | Reduced |
| Davidson Trust Co | 15,317 | $2.10M | 1.56% | +50+0.3% | Added |
| Field & Main Bank | 15,300 | $2.10M | 1.27% | +225+1.5% | Added |
| McDonough Capital Management, Inc | 15,252 | $2.09M | 1.82% | −39−0.3% | Reduced |